Utilizing Control Panel to set up Restrictions

This session will be focused on the Control Panel, and set up restrictions for the system, and for individual users. This session is for Power Users, and is an advanced session that requires an understanding of sales-i. We will cover.

  • Running through the different set up options within the Control Panel.
  • Establishing how to add and remove users from sales-i.
  • Establishing how we can add functions and restrictions to users.
  • Understanding the Effect these functions and restrictions will have to your users.